Our investment management services are structured to assist you in attaining your most important financial objectives. We do this by managing the uncertainties of the financial markets with a disciplined investment process that combines global diversification, extensive research and active management. We provide investment management services to individuals and families whether acting as your Agent or Trustee for the following accounts:
- Investment Management Agency Accounts
- Rollover IRAs
- Roth IRAs
- Revocable and Irrevocable Trusts
- Charitable Trusts
- Merchants Wealthbuilder for New Investors
We work with you to create a seamless transition from your current investments to our proven program.
Not FDIC Insured
Not A Deposit
No Bank Guaranty
May Lose Value
Sign up for one of our free classes and get the knowledge you need to make smarter financial decisions.
Access your account, transfer money, check balances, pay bills and more from your smartphone or tablet. Free with Freedom Checking, Simply Checking, and Growth Checking.
MasterCard® Debit Card with complimentary fraud monitoring program. Pay bills, buy gas, groceries, gifts and more.